Contact informtion can be exported to Microsoft Office in the form of letterheads so you can write letters quickly and professionally.
If you have uploaded files to iGlobe with Outlook app the eml files do not open when you click on it. You have to save the eml file first to open the mail. To many clicks I think. What do others think about this?
It would be nice if we could have an integration to an address bokk on the phone
A mail integration from Outlook, and OWA
When creating Custom Flag entry it could be nice if you have the possibility of creating your own values.
In the administratiuon we should have an option of setting default values on Company, Contacts SSO. Fx for Denmark Country field should be "Denmark"
Fx for e-conomic integration. I t would be great if we rom a Company in iGlobe CRM could
1. se a list of invoices
2. direct access to ecomonic budget
3. direct access to e-conomic salestatistic
4. Create an invoice from iGlobe CRM
5. Create a Company from iGlobe in e-conomic
If you have 20 follow up entries in one week you have to look at every one to see which date they are scheduled.
Could be an idea to have the start date visible in the grid. At same time have the opportunity to sort on the start date in the grid.
From a customer we should be able to,
1. Creating a new external SharePoint site for document sharing and comunnicate with the customer
2. Save a document in iGlobe CRM while adding it to the external site.
3. See information from the external site directly on the customer card
If you have the possibility to control which columns to show in your pipeline dashboard your iGlobe will be more flexible. Today you have shown: Follow-up, Company, Contact, Product, Phase, Potential, Probability, Closer, Days. I miss partner and competitor as it is now. And if I can use my own created ones as well and be able to mingle around with all of them it would be perfect. Let me hear your comments guys out there ...more »
This allows you to link contacts to one another specifying relation
This ability makes it possible for you to organize your contacts into groups, companies, position or any other customized option you create